PSE Management Profile

Custom App Settings

Custom App Setting Visible Default
PSA
PSA - Admin
PSA - Field
PSA - Management
PSA - Operations

Custom Tab Settings

Custom Tab Setting
About FinancialForce PSA Default On
Actuals Verifier Default On
App Logs Default On
Assignment Daily Notes Default On
Assignment Milestones Tab Hidden
Assignment Project Methodologies Default On
Assignment Project Phases Default On
Assignments Default On
Backlog Calculations Default Off
Backlog Details Default On
Billing Event Batches Tab Hidden
Billing Event Generation Default On
Billing Events Default On
Budget Headers Default On
Budgets Default On
Configuration Groups Default On
Configuration Options Default On
Configuration Values Default Off
Currencies Default On
Currency Exchange Rates Default On
Est Vs Actuals Default Off
Expense Limits / Rates Default Off
Expense Reports Default On
Expenses Default On
Forecasts Default On
Group Plans Default On
Groups Default Off
Holidays Default Off
Hours to Days Rules Tab Hidden
Milestones Default On
Miscellaneous Adjustments Default On
Missing Timecards Default On
Permission Controls Default On
Practice Plans Default On
Practices Default On
Project Actuals Recalc Default On
Project Locations Tab Hidden
Project Methodologies Tab Hidden
Project Phases Tab Hidden
Projects Default On
Project Task Assignments Default On
Project Tasks Default On
PSA Config Tab Hidden
PSA Operations Default On
Rate Cards Default On
Region Plans Default On
Regions Default On
Resource Actuals Recalc Default On
Resource Requests Default On
Schedules Default Off
Search Resources Tab Hidden
Skill / Certification Zones Default Off
Skills and Certifications Default On
Skills Capacity Default On
Skills Matrix Default Off
Timecards Default On
Timecard Splits Default Off
Time Periods Default On
Transaction Deltas Default On
Transactions Default Off
Utilization Calculations Default On
Vendor Invoice Items Default On
Vendor Invoices Default On
Work Calendars Default Off
Work Queues Default On

Custom Object Permissions

Custom Object R C E D
App Logs
Assignments
Assignment Daily Notes
Assignment Milestones
Assignment Project Methodologies
Assignment Project Phases
Backlog Calculations
Backlog Details
Billing Events
Billing Event Batches
Billing Event Items
Budgets
Budget Headers
Configuration Groups
Configuration Options
Configuration Values
Currencies
Currency Exchange Rates
Est Vs Actuals
Expenses
Expense Limits / Rates
Expense Reports
Forecasts
Forecast Worksheets
Groups
Group Actuals
Group Plans
Holidays
Hours to Days Rules
Milestones
Miscellaneous Adjustments
Missing Timecards
Permission Controls
Practices
Practice Actuals
Practice Plans
Projects
Project Actuals
Project Locations
Project Methodologies
Project Phases
Project Tasks
Project Task Assignments
Project Task Dependencies
Project Tasks Points Complete
Project Tasks Points History
Rate Cards
Regions
Regional Actuals
Region Plans
Resource Actuals
Resource Changes
Resource Requests
Resource Request Sets
Resource Skill Requests
Schedules
Schedule Exceptions
Search Resources
Skills and Certifications
Skill and Certification Ratings
Skill / Certification Zones
Timecards
Timecard Splits
Time Dates
Time Periods
Transactions
Transaction Deltas
Utilization Calculations
Utilization Details
Vendor Invoices
Vendor Invoice Items
Work Calendars
Work Queues

Reference Materials

PSE Consultant Profile

PSE Customer Portal Manager Profile

PSE Finance Profile

PSE Operations Profile

PSE Project Manager Profile

PSE Sales Profile

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